Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History

Core Wealth Management, Inc.

$256 Billion
Q4 2024

A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Core Wealth Management, Inc. holds 201,570 shares of DFIP stock, worth $8.34 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares

201,570

Previous 186,301 8.2%

Holding current value

$8.34 Million

Previous $7.61 Billion 7.28%

% of portfolio

3.19%

Previous 3.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$40.31 - $42.43 $615,493 - $647,863	15,269 Added 8.2%	201,570 $8.16 Billion
Q2 2024 Jul 25, 2024	BUY	$40.31 - $41.37 $481,099 - $493,750	11,935 Added 6.84%	186,301 $7.61 Billion
Q1 2024 Apr 22, 2024	BUY	$40.58 - $41.54 $390,582 - $399,822	9,625 Added 5.84%	174,366 $7.19 Billion
Q4 2023 Feb 02, 2024	BUY	$39.16 - $41.47 $90,694 - $96,044	2,316 Added 1.43%	164,741 $6.8 Billion
Q3 2023 Oct 18, 2023	BUY	$39.65 - $41.67 $230,247 - $241,977	5,807 Added 3.71%	162,425 $6.46 Billion
Q2 2023 Jul 17, 2023	BUY	$41.16 - $43.19 $128,666 - $135,011	3,126 Added 2.04%	156,618 $6.47 Billion
Q1 2023 Apr 17, 2023	BUY	$40.93 - $42.83 $22,798 - $23,856	557 Added 0.36%	153,492 $6.57 Billion
Q4 2022 Feb 13, 2023	BUY	$40.55 - $42.62 $6.2 Million - $6.52 Million	152,935 New	152,935 $6.3 Million

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History